Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Overvig is a financial advisor with Feltl Advisors. Eric has been in the industry since 1990. Eric is licensed in Minnesota and Wisconsin. Eric has been registered with Feltl Advisors since 2019. Previously, Eric worked at The Oak Ridge Financial Services Group, Inc., U.S. BANCORP INVESTMENTS, INC., ASSOCIATED INVESTMENT SERVICES, INC., IFMG SECURITIES, INC., TCF INVESTMENTS, INC., BROKERBANK SECURITIES, INC., PROTECTIVE GROUP SECURITIES CORPORATION, TUSCHNER & COMPANY, INC., KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED, MATHEWS, HOLMQUIST & ASSOCIATES, INC., M. H. NOVICK & CO., INC., VAN CLEMENS & CO. INCORPORATED, and WADDELL & REED, INC. Eric holds Series 63, Series 65 and Series 7 securities licenses. Eric also holds the SIE certification. Eric is a registered investment adviser in Minnesota and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under outside management
1
2
MN
03/25/2019 - Present
Feltl Advisors (PLYMOUTH MN)
MN
04/16/2018 - 03/14/2019
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (Woodbury MN)
MN
08/17/2012 - 04/17/2018
U.S. BANCORP INVESTMENTS, INC. (FOREST LAKE MN)
WI
05/07/2007 - 08/21/2012
ASSOCIATED INVESTMENT SERVICES, INC. (HUDSON WI)
MN
11/27/2006 - 05/07/2007
IFMG SECURITIES, INC. (SAINT PAUL MN)
MN
07/05/2005 - 12/31/2006
TCF INVESTMENTS, INC. (ST. PAUL MN)
MN
10/06/2004 - 07/01/2005
BROKERBANK SECURITIES, INC. (MINNETONKA MN)
MN
02/15/2000 - 03/28/2001
PROTECTIVE GROUP SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
07/01/1994 - 07/30/1999
TUSCHNER & COMPANY, INC. (ST. CLOUD MN)
MN
04/15/1991 - 07/05/1994
KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED (MINNEAPOLIS MN)
NA
05/04/1990 - 03/20/1991
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
12/01/1988 - 05/02/1990
M. H. NOVICK & CO., INC.
NA
01/30/1987 - 02/17/1989
VAN CLEMENS & CO. INCORPORATED
NA
11/20/1985 - 05/08/1986
WADDELL & REED, INC.
IA
Issued 10/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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